When importing business relationships, it automatically makes the business primary instead of secondary.

When importing business relationships, I want to make sure I am not replacing an existing relationship that someone may already have on their record. If they have one, I would want this to be a second one and not a primary one.

When importing business relationships, Altru is automatically making the business relationship primary instead of secondary.

Article
Number:119022

Products:

Altru_Arts_Cultural

If there is an existing business relationship on the constituent record, when importing a new business relationship it will keep the existing business relationship on the constituent record. However, there is currently not a way to denote that the new relationship is a secondary business relationship. Altru will automatically mark the new business relationship as primary.

To mark a business as the primary on a constituent record:

Navigate to Constituents, then select Constituent Search

Open your constituent record

Click the Relationships tab

Next to preferred primary Organization, click the drop down and select Edit